Senior Living Pro Forma
Healthcare Excel Template (Free Download)
Turn census, care mix, pricing, staffing, and capital assumptions into a senior living pro forma for development and investment decisions.
professionals from Deloitte
About this pro forma
This pro forma connects resident census and acuity across independent living, assisted living, and memory care with service fees, staffing, entrance fees, costs, and capital needs. The underlying Excel model is the calculation engine; the pro forma presents the projected community operating and return case.
Use it to assess development or acquisition opportunities, plan lease-up, test care-level mix, and evaluate staffing and fee structures.
What every model includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the Senior Living Pro Forma
- Acuity-based revenue and care-level fee outputs
- Census, occupancy, and care-mix projections
- Census-linked staffing and labour cost results
- Entrance and community fee amortisation outputs
- Development lease-up and stabilisation projections
- DSCR and investor return metrics
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
What does it cover?+
It projects census, care-level revenue, staffing, fees, operating performance, financing, and returns.
Can it model different care levels?+
Yes. Independent living, assisted living, and memory care mix flow into revenue and staffing.
Are entrance fees included?+
Yes. Entrance and community fee structures can be projected with amortisation.
Who uses it?+
Operators, developers, healthcare REITs, lenders, and senior housing investors use it.
Have more financial modelling questions? Contact us
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